Customer Billing Software

Goldenseal is small business billing software that creates customer invoices and
tracks accounts receivable. It handles invoicing for customer sales,
project work (draw schedules, progress payments and time and materials) and property rentals.

Goldenseal generates invoices and billing statements, and gives you several
types of reports on your accounts receivable status.

The complete version of Goldenseal costs $695 single-user, $995 for
two users, $1295 for five users, and $1795 for up to 10
users. It also includes general accounting, project
management and business management.
Goldenseal is available for Macintosh and Windows computers
(you can mix both platforms in the multi-user version).

Creating Bills

When you provide goods or services, start with one of the following income transactions:

For simple goods and services, enter a Sales transaction

For a larger amount of work that will take a while to complete, set up a Project account

For rental units, create a Lease (or enter Rental Transactions for short term rentals)

To make bills, choose Billing from the Bank menu,
and choose a billing type from the submenu. Goldenseal
handles the following types of billing:

Sales
Bills

When you select Sales billing,
you'll see a list of customers with unpaid sales.

It's a quick way to check the current status of your receivables.

Double-click on a customer,
and you'll see the specific unpaid sales for them. You can enter finance charges and other adjustments, and select just some items to bill now.
Click OK or Cancel to return to the main window.

Click Create Bills, and Goldenseal
automatically creates Billing Records for the selected customers. You can use
the Print Forms command to print billing statements to send to each
customer.

Goldenseal also offers other tools to help with customer tracking-- including
Customer Records that allow you to print envelopes, mailing labels and form letters, Appointment records, and a Contact Log for recording phone
calls.

Project
Bills

Goldenseal is project billing software which makes it easy to bill for construction projects or other
work that requires more than one bill over the lifetime of a project.

Goldenseal includes
three types of project bills:

Draw Schedules-- for a fixed
set of payments based on project milestones

Progress Payments-- for
payments based on the amount of completion in each category or location

Change
Orders

Allowances

Use Allowances for project
items that don't have firm specifications when you create an estimate.
You'll include a fixed amount in the project, and then track actual costs
for the allowance, and bill for the difference when you finish it.

Retainage

Goldenseal automatically deducts
retainage (sometimes called "hold-back") from project bills
that include it in the payment terms. When work is completed you'll bill
separately for the retainage balance.

Rental
Bills

Goldenseal automatically bills
for rent payments-- including deposits, prepaid rent, and the return of
deposits. You can also bill for late charges and miscellaneous charges
such as for damages.

Other Billing Links

For more about billing in the Getting Started manual, click
here.
For more about billing in the Reference manual, click here.